QuickBooks HelpQuickBooksHelpIntuit

Organize Campaigns into Folders

by Intuit Updated 2 months ago

On the Campaigns page, you can use folders to organize your regular emails, ads, automations and other projects in Mailchimp. Whether you've already shared a campaign, or are still working on a draft, you can move it in and out of the folders you've created.

In this article, you'll learn how to create, manage, and delete campaign folders.

Create folders

To create a folder for your campaigns, follow these steps.

  1. Click Campaigns.
  2. Click All campaigns.

  3. Click Create Folder.
    click Create Folder

  4. Name your new folder, and press enter.
    name folder

If you want to edit or rename your folder, place your cursor over the folder and click the pencil icon.
click pencil icon to edit

Move campaigns into folders

You can move your campaigns from one folder to another, or you can organize your unfiled campaigns.

To move campaigns into the folders you created, follow these steps.

  1. Click Campaigns.
  2. Click All campaigns.

  3. Check the box next to each campaign you want to add to a folder.
    checkboxes next to campaigns
    You'll see new options to Deselect All, Move To a folder, or Delete.

  4. Click Move To, and click the name of the folder where you want to add the campaigns.

When you move an item into a folder, it will still appear in the full list on your Campaigns or Reports page. You can move items to a single folder at any time, but items can't be saved in multiple folders at once. If you delete a campaign, it will be removed from both the folder and the account, along with any associated data.

Find your unfiled campaigns

To find all of your unfiled campaigns, follow these steps.

  1. Click Campaigns.
  2. Click All campaigns.

  3. Click the search bar and choose Unfiled Campaigns.
    dropdown-campaignspage-searchbar-unfiledcampaign

Delete a folder

To delete a folder that you no longer need, follow these steps.

  1. Click Campaigns.
  2. Click All campaigns.

  3. Place your cursor over the folder you want to delete, and click the X icon.
    to delete folder, click x icon

  4. Click Delete Folder, But Keep Campaigns to remove the folder.
    Delete folder modal showing cursor hovering over Delete Folder but Keep Campaigns button on left
    The folder's campaigns will still be stored in your account. If you want to remove them, learn how to delete your campaigns.
Mailchimp

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this